Unclaimed Profile

Robert Alan Kincade

STONEBRIDGE CAPITAL ADVISORS LLC·ST. PAUL, Minnesota

Series 7, Series 63, Series 65Clean record19 years registeredSTONEBRIDGE CAPITAL ADVISORS LLC

2550 UNIVERSITY AVENUE WEST, ST. PAUL, MN 55114-1017CRD# 2130718Firm CRD# 111447

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Alan Kincade · ST. PAUL, MN

Registration

CRD #2130718 · STONEBRIDGE CAPITAL ADVISORS LLC · 19 years registered

Brand Profile

Not yet started

Career History

STONEBRIDGE CAPITAL ADVISORS LLC

Mar 2007 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 28, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STONEBRIDGE CAPITAL ADVISORS LLC

CRD 111447 · SEC 801-53760

AUM

$2.0B

Regulatory assets under management

Employees

2,586 client accounts

Services offered by STONEBRIDGE CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STONEBRIDGE CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Robert Alan Kincade offer?

Robert Alan Kincade specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ST. PAUL, Minnesota for a consultation.

What are Robert Alan Kincade's credentials?

Robert Alan Kincade is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Alan Kincade located?

Robert Alan Kincade is based in ST. PAUL, Minnesota, working with STONEBRIDGE CAPITAL ADVISORS LLC. Their office serves clients in the ST. PAUL metropolitan area and surrounding communities.

How does Robert Alan Kincade charge for services?

Robert Alan Kincade's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STONEBRIDGE CAPITAL ADVISORS LLC?

STONEBRIDGE CAPITAL ADVISORS LLC has approximately 28 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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